L1 provides investors with
a wonderful opportunity
99
to earn a secure, high return while
ilanthropic goals.
pursuing their ph
UN
Jack and Bernice
Epstein are 72 and 69
years old. Ten years
ago, they invested
$20,000 in common
stocks, and now their
investment is worth
$100,000.
stock and they wish to sell their
pays them Their
2% interest,
me
inc Goet
The Jewish National Fund to offers and
."
producing plans that allow you "Give
You may invest Cash, Real Estate or Securities.
By establishing any of the gift plans outlined,
you will have the unique opportunity and
to make
have a a
-
contribution, save on income
, you will be help
And taxes
guaranteed income for life .
continue its vital
ing the Jewish National Fund
work in Israel.
Monies are
High Yield from Pooled Income.
interest bearing accounts such as
invested
in high
FDIC insured
CDs and Blue Chip Corporate Bonds.
based on investments of fund.
Income fluctuates
Because part
High Yield from Gift Annuities.
of the payment may be TAX FREE, the actual net
yield to the recipient results in a higher rate of
eturn. Your return is set at the time the trust is
r established based on age of recipient.
The charitable deduction
Charitable Deduction.
is taken in the year the trust is
rward for a five year period. The
may be carried fo established and
deduction is based on the ages of the recipients
and the income you receive.
holdings, reinvest, and earn a stable return.
They realize, however, that when they sell the
stocks they will owe over $30,000 for federal and
state Capital gains taxes. JNF solved their proble
by accepting their stock fr a JNF charitable
remainder trust. Jack and Bernice received the
following benefits:
Their income was increased from $2,000
•
to $7,000 a year.
They received a tax deduction of $29,460 for
•
making a charitable gift.
The $30,000 capital gains tax was reduced
•
to ZERO.
They
reduced their probate and taxable estate.
• They provided JNF with a future gift to help
•
meet Israel's needs.
Bernice Epstein did,
hat
Jack
an
If are
you ready
want to
to help
do what
we
you without any cost or obligation.
---------------------------------------------------
r--------
For more information
,
or to arrange an appointment
return the coupon or call
1-800-56 2- PL
-----------
,
,.
Jewish National Fund
17100 West 10 Mile Road
Southfield, MI 48075
have a JNF Planned Giving advisor contact me
.
■
1 ,
1 1
t
Name
Address
State/Zip
City
)
iNFGIVIN
CO Copyright JNF 1994
1
U please
nd me more iformation about: 1
0 Pooled
Income Fund n U Charitable Gift Annuity 0 Charitable Remainder Trust 1
U
Pleasese
Home Phone ( area code
Date of Birth
---------------
mn
)
Business Phone ( area code